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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Clarksterh who wrote (18462)	4/2/1998 8:34:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

All: Another view -- upside.com

To: Clarksterh who wrote (18462)	4/2/1998 9:12:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Clark, RE: The only possible flies in the ointment are truly slowing PC unit growth (as opposed to channel stuffing or Intel losing market share) or another macroeconomic hiccup (Japan or China imploding). Given that PC prices at both the high and low ends are plummeting (or at least falling faster than normal), what do you believe is the probability that unit volumes will fall. Personally, I've never known lower prices while quality and functionality improves to cause demand to fall. The only way my mid to long term outlook could be bearish is if I were already short. In case those on this thread haven't yet guessed, I'm certainly not short anything (except some Puts I sold for a very nice premium.). Ian.